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  • Financial Planning

Financial Planning Courses

Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.


More to explore:

Popular Financial Planning Courses and Certifications


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    U

    Universidades Anáhuac

    Tu Futuro Financiero

    Skills you'll gain: Expense Management, Financial Management, Budgeting, Investments, Financial Planning, Social Impact, Personal Development, Emotional Intelligence, Economics, Self-Awareness, Credit Risk, Risk Management, Goal Setting

    Beginner · Course · 1 - 3 Months

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    U

    University of Leeds

    Introduction to Technology-Assisted Decision-Making

    Skills you'll gain: Resource Allocation, Operations Research, Production Planning, Graph Theory, Data-Driven Decision-Making, Decision Making, Mathematical Modeling, Process Optimization, Network Planning And Design, Complex Problem Solving, Computational Logic, Algorithms, Linear Algebra, Cryptography

    4.8
    Rating, 4.8 out of 5 stars
    ·
    14 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    I

    IBM

    Capstone Project: Applying Business Analysis Skills

    Skills you'll gain: Risk Mitigation, Business Process Modeling, Stakeholder Analysis, Risk Analysis, Project Scoping, Stakeholder Management, Process Flow Diagrams, Risk Management, Work Breakdown Structure, Stakeholder Engagement, Scope Management, Business Requirements, Presentations, Requirements Elicitation, Business Analysis, Looker (Software), Requirements Analysis, Project Management, Process Optimization, Data Analysis Software

    4.8
    Rating, 4.8 out of 5 stars
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    18 reviews

    Advanced · Course · 1 - 3 Months

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    C

    Coursera

    GenAI for Compensation, Benefits and Payroll

    Skills you'll gain: Payroll, HR Tech, Compensation Strategy, Generative AI Agents, Compensation and Benefits, Benefits Administration, Human Resources Information System (HRIS), Payroll Systems, Compensation Analysis, Compensation Management, Payroll Processing, Human Resources, Operational Efficiency, Responsible AI, AI Enablement, Data Ethics, Workforce Management, AI Personalization, Benefits Enrollment Processes, Automation

    5
    Rating, 5 out of 5 stars
    ·
    8 reviews

    Intermediate · Course · 1 - 4 Weeks

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    I

    IIMA - IIM Ahmedabad

    Organizations of the Future

    Skills you'll gain: Diversity and Inclusion, Stakeholder Management, Organizational Structure, Organizational Leadership, Organizational Effectiveness, Organizational Strategy, Organizational Change, Workforce Planning, Process Design, Ethical Standards And Conduct, Workforce Management, Innovation, Change Management, Employee Engagement, Culture

    4.7
    Rating, 4.7 out of 5 stars
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    7 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
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    I

    Interactive Brokers

    Introduction to Momentum Investing

    Skills you'll gain: Market Trend, Portfolio Risk, Technical Analysis, Risk Management, Market Data, Trend Analysis, Investment Management, Investments, Portfolio Management, Equities

    4.8
    Rating, 4.8 out of 5 stars
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    9 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
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    E

    ESSEC Business School

    Financer un projet à impact

    Skills you'll gain: Project Finance, Proposal Development, Social Impact, Investment Banking, Sales Presentations, Feasibility Studies, Needs Assessment, Financial Analysis, Fundraising, Business Planning, Budgeting, Business Development, Presentations, Stakeholder Engagement, Due Diligence

    4.1
    Rating, 4.1 out of 5 stars
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    8 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: New
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    R

    Real Madrid Graduate School Universidad Europea

    Sports Marketing: The Technological Formula

    Skills you'll gain: Marketing Strategies, Marketing, Branding, Global Marketing, Social Media Marketing, Brand Management, Loyalty Programs, Digital Marketing, Strategic Partnership, Event Planning, Consumer Behaviour, E-Commerce, Business Modeling, Augmented Reality, Price Negotiation, Virtual Reality, Blockchain, Business Analysis, Data Analysis, Artificial Intelligence

    4.8
    Rating, 4.8 out of 5 stars
    ·
    11 reviews

    Beginner · Specialization · 3 - 6 Months

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    L

    Lund University

    Urban Climate Governance: Towards 1.5° Celsius Alignment

    Skills you'll gain: Climate Change Mitigation, Climate Change Adaptation, Environment, Environmental Engineering and Restoration, Sustainable Development, Energy and Utilities, Sustainable Architecture, Scientific Methods, Sustainable Technologies, Policty Analysis, Research, and Development, Transportation Operations, Environmental Policy, Governance

    5
    Rating, 5 out of 5 stars
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    17 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free
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    D

    DeepLearning.AI

    Practical Multi AI Agents and Advanced Use Cases with crewAI

    Skills you'll gain: CrewAI, AI Workflows, Agentic Workflows, AI Orchestration, LLM Application, Large Language Modeling, Generative AI Agents, Tool Calling, Agentic systems, Model Deployment, Automation, Application Deployment, Model Evaluation

    4.9
    Rating, 4.9 out of 5 stars
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    21 reviews

    Beginner · Project · Less Than 2 Hours

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    U

    Universidades Anáhuac

    Gestión hospitalaria centrada en el paciente

    Skills you'll gain: Health Care Administration, Patient-centered Care, Patient Flow, Patient Safety, Healthcare Ethics, Health Equity, Business Strategy, Community Health, Organizational Strategy, Financial Management, Business Modeling, Financial Analysis, Strategic Decision-Making, Business Ethics, Corporate Sustainability

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    Scrimba

    Tailwind CSS

    Skills you'll gain: Typography, Responsive Web Design, Cascading Style Sheets (CSS), HTML and CSS, UI Components, Web Design, Front-End Web Development, Animations, Mockups, User Interface (UI), Web Development, Debugging

    4.5
    Rating, 4.5 out of 5 stars
    ·
    50 reviews

    Intermediate · Specialization · 1 - 3 Months

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In summary, here are 10 of our most popular financial planning courses

  • Tu Futuro Financiero: Universidades Anáhuac
  • Introduction to Technology-Assisted Decision-Making: University of Leeds
  • Capstone Project: Applying Business Analysis Skills : IBM
  • GenAI for Compensation, Benefits and Payroll: Coursera
  • Organizations of the Future: IIMA - IIM Ahmedabad
  • Introduction to Momentum Investing: Interactive Brokers
  • Financer un projet à impact: ESSEC Business School
  • Sports Marketing: The Technological Formula: Real Madrid Graduate School Universidad Europea
  • Urban Climate Governance: Towards 1.5° Celsius Alignment: Lund University
  • Practical Multi AI Agents and Advanced Use Cases with crewAI: DeepLearning.AI

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